Specialties
Anthony Capital, LLC--A Registered Investment Advisory Firm
We are a comprehensive independent investment advisory firm that offers wealth management solutions to individuals, trusts, estates, private foundations, and business owners. Led by David M. Anthony, CFP®, RMA, we are committed to helping clients with their financial goals.
With an emphasis on financial planning and investment management for retirees and those nearing retirement, we create advanced wealth management strategies that incorporate both equity and principal protected through our affiliate, Side by Side Quotes.com, LLC.
History
Established in 2006.
Anthony Capital, LLC was started in 2006, by David M. Anthony, CFP, RMA, to offer comprehensive, client-focused wealth management solutions for his advisory clients.
Having previously worked on Wall Street as an equity trader, and as an investment advisor with some of the industries biggest names, David saw a disconnect between how financial services was being disseminated and the needs of the clients he served. Being a fee-based independent advisor removes all conflicts of interest, and allows the advisors at Anthony Capital to offer unique and personalized solutions for their clients.
Meet the Business Owner: David A.
Dave Anthony, CFP, RMA is the President and founder of Anthony Capital, LLC.
Dave started his career in the financial services back in 1998 as a registered representative, and has worked on Wall Street as an equity trader, and as an investment advisor for Merrill Lynch and UBS.
He graduated with a degree in Finance, and minors in Economics and Personal Financial Planning from Utah State University in 2001.
David received his Certified Financial Planner (CFP) designation in 2004, and Boston University's Retirement Management Analyst (RMA) designation in 2012.